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Has anyone used Dynamics CRM for employee expense submissions and approvals?

  • 1.  Has anyone used Dynamics CRM for employee expense submissions and approvals?

    Posted Apr 08, 2019 02:26 PM

    We need to provide functionality for our field Sales people to submit monthly expenses for reimbursement. These are day-to-day business expenses like the following: Phone Bills, Mileage, Clerical expenses, Printer cartridges, etc.   Each Sales person has a designated limit that they can submit each quarter and each year – based on the size of their Sales territory.   So a traditional expense reimbursement package likely won't fit the bill without a good amount of customization.

    Has anyone used Dynamics CRM for expense submissions and approvals?   Since our Sales people are in CRM on a daily basis, it seems there could be some benefit to having this information in CRM: we could display status information on a dashboard, provide a future Power App, etc. Is this a stretch since outside of the connection to an employee in CRM, there aren't any ties to CRM entities that would necessitate building this functionality into CRM?   The alternative we are looking at is a homegrown Web application – with a link to this application from CRM.



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    Darcie Forster
    Systems developer
    Federated Insurance
    Owatonna MN
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    CRMUG Summit - Post


  • 2.  RE: Has anyone used Dynamics CRM for employee expense submissions and approvals?

    TOP CONTRIBUTOR
    Posted Apr 08, 2019 03:34 PM
    @Darcie Forster - Have you looked at the Microsoft AppSource for a solution that may work for you? I did a quick search and there are a few options, but be sure it's for Dynamics 365 (CRM) and not Business Central. https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365&search=expense

    Also, have you considered how they will get reimbursed? Do you have your CRM integrated with your ERP application? So, if the approval process happens in CRM, the integration would hand it off to ERP for processing and reimbursement payout. ​

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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
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    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    CRMUG Summit - Post


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